Allocate an adjustment to a different staff member
In Detail Billing, you can bill time and expense entries and then allocate adjustments on those billings to a staff member other than the one who originally made the entries. To allocate adjustments, follow these steps:
- Go to theTime & Expensetab of theDetail Billingscreen and mark the checkbox for each adjusted billing entry that you want to reallocate.
- Right-click and selectAllocate Adjustment to a Different Staff.You can also right-click on theSummarytab of theDetail Billingscreen and selectAllocate Adjustment to a Different Staff. This will allocate all adjustments for all entries to the selected staff member.
- In theAllocate Adjustment to a Different Staffwindow, select a staff ID from the dropdown.
- SelectOK.
The Detail Billing grid will reflect the allocated amounts. The
Adjusted and Billed
columns will show the allocated adjustment amount, and the WIP amount for the staff receiving the allocated adjustment will be 0.
